What Inherent Group does

Inherent Group, LP is a New York-based private investment management firm founded in 2018 that manages multiple funds investing across the capital structure in public equities, private companies, and third-party managed funds. The firm applies a proprietary ESG integration framework to its underwriting process, evaluating material sustainability factors — including emissions intensity, worker safety, board independence and quality, and executive compensation — alongside traditional value-investing criteria. Stated investment themes include modernization of the electric grid, electrification of transportation, healthy food, and outcomes-based healthcare, with managed funds operated in alignment with the Paris Climate Agreement goal of net zero carbon emissions by 2050.

The firm generates revenue through management fees on assets under management across its private funds, supplemented by performance fees (carried interest) on investment returns. Capital is raised through direct, relationship-driven outreach to institutional investors (pension funds, endowments, foundations) and high-net-worth individuals/family offices via private placement memoranda — there is no retail distribution or public product offering. The firm maintains two U.S. office addresses (300 Park Avenue as headquarters, 530 Fifth Avenue for compliance/legal) and a European office in Estoril, Portugal, supporting investment and operations team members based in Lisbon.

Inherent Group operates Inherent Foundation as a wholly-owned nonprofit subsidiary that deploys grants, program-related investments (PRIs), and mission-related investments (MRIs) focused on education, workforce development, mental health, and climate action across the United States, Sub-Saharan Africa, India, and Portugal. In January 2026 the firm completed its first disclosed acquisition (Inovacom), backed by strategic partner Keensight Capital, and in March 2026 participated as a co-investor in Voxy's $10 million Series B financing led by SJF Ventures. The team of approximately 10-11 employees is led by CEO & CIO Tony Davis (co-founder, formerly of Anchorage Capital Group and Goldman Sachs) and COO/CCO Michael Ellis (formerly of Cleantech Group and Katzenbach Partners).

Name

Inherent Group

Legal name

Inherent Group, LP

Website

https://inherentgroup.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Inherent Group, LP is a New York-based private investment manager founded in 2018 that runs multiple funds across public and private markets, integrating ESG factors into underwriting for institutional investors and high-net-worth individuals, and operates a nonprofit foundation.

Ownership category

akta.pro rank

Product category

ESG-Integrated Investment Management

NAICS

Other Financial Vehicles (52599), Open-End Investment Funds (52591)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investors, Nec (6799)

akta.pro primary industry

SDG / Thematic Sustainable Investment Funds (FSANAJAN)

akta.pro secondary industry

ESG Integration / Responsible Investment Funds (Broad ESG) (FSANAJAL)

Keywords

• ESG-integrated investing
• Value investment management
• Private investment funds
• Sustainable investment strategies
• Long-term value investing

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Management Fees: Inherent Group generates revenue through management fees charged on assets under management across its private investment funds. As a private investment firm, it also earns performance fees (carried interest) linked to investment returns.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Inherent Group, LP is a value-focused private investment firm that manages private funds deploying capital across public equities, private companies, and third-party managed funds, integrating material ESG factors into investment underwriting. The firm pursues thematic exposure including electric grid modernization, transportation electrification, healthy food, and outcomes-based healthcare, and operates Inherent Foundation as a nonprofit subsidiary that provides grants, program-related investments (PRIs), and mission-related investments (MRIs) to nonprofits and social enterprises.

Product overview

Inherent Group, LP is a value investment firm that manages private investment funds focused on long-term investment opportunities and opportunistic dislocations. The firm incorporates environmental, social, and governance (ESG) factors into its investment strategy, investing across the capital structure in public and private companies and third-party managed funds. Key investment themes include modernization of the electric grid, electrification of transportation, healthy food, and outcomes-based healthcare. The firm also operates Inherent Foundation, a charitable arm that partners with nonprofits and social enterprises to increase economic opportunity through grants, program-related investments (PRIs), and mission-related investments (MRIs) focused on education, workforce development, mental health, and climate action.

Differentiator

Problem solved

Functional benefit

Products and services

• Inherent Group Private Investment Funds Private investment funds that deploy capital across the capital structure in public equities, private companies, and third-party managed funds, integrating material ESG factors (emissions intensity, worker safety, board independence and quality, executive compensation) into investment underwriting. Targets long-term value investment opportunities and opportunistic dislocations across themes including electric grid modernization, transportation electrification, healthy food, and outcomes-based healthcare. Offered to institutional investors and high-net-worth individuals via private placement.
• Inherent Foundation Grants, PRIs and MRIs Philanthropic capital deployed through three structures — Farm grants/PRIs (up to 2 years for early-stage organizations refining program models), Catalytic grants/PRIs (up to 3 years for organizations ready to scale, with working capital and board development support), and Sustaining grants/PRIs (rare, re-evaluated annually, for mature organizations needing philanthropic capital to maintain operations). Focus areas are Education, Workforce Development, Mental Health, and Climate Action across the United States, Sub-Saharan Africa, India, and Portugal.

Quantifiable outcome

• Net zero carbon emissions by 2050 for managed funds

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Capricorn Investment Group: Mission-aligned investment firm deploying capital across public and private markets with a long-term horizon and ESG/impact lens. Comparable to Inherent Group's values-based, multi-strategy structure.
• Generation Investment Management: Founded by Al Gore and David Blood, Generation IM is a sustainable investment manager integrating ESG factors across public and private markets. It is the closest analogue to Inherent Group's value-driven, ESG-integrated approach across the capital structure.
• Wespath Investments: Faith-based institutional investor with deep ESG integration across public and private markets. Comparable as a values-driven investment manager serving institutional mandates with sustainability screens.

Broad incumbents

• TPG (TPG Rise): TPG Rise is the dedicated impact investing arm of TPG, deploying capital across climate, social, and education themes. Comparable in thematic focus but with vastly larger AUM and broader mandate than Inherent Group.
• Brookfield Asset Management: Brookfield's Renewable Power & Transition strategy focuses on grid modernization and electrification at scale. Comparable on the energy-transition thematic axis, though it operates as a far larger incumbent infrastructure manager.
• Bain Capital Double Impact: Bain Capital's impact fund invests across public and private markets with measurable social/environmental outcomes. Overlapping ESG thesis and cross-capital structure mandate.
• Apollo Sustainable Solutions Platform: Apollo's sustainability platform deploys capital into climate-transition and impact strategies across private markets. Comparable broad-incumbent positioning with an ESG-integration overlay.
• KKR Global Impact: KKR's impact platform invests in climate, sustainable infrastructure, and social themes globally. Comparable thematic exposure (grid, transport, health) but operating at multi-billion-dollar fund scale.

Emerging players

• SJF Ventures: Impact venture firm investing in cleantech, education, and health. Directly comparable as a co-investor alongside Inherent Group in Voxy's Series B and operating in overlapping themes.
• Etho Capital: Climate-aligned investment manager building ESG-tilted public-equity portfolios for institutional investors. Comparable as a thematic emerging manager focused on the energy transition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/inherent-group
• Xx.com/inherent_group

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments12 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Inherent Group